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PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Fund
S&P 500
This Quarter Est. Return
+13.51%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$2.87B
AUM Growth
+$165M
Cap. Flow
-$32.7M
Cap. Flow %
-1.14%
Top 10 Hldgs %
22.35%
Holding
1,104
New
74
Increased
274
Reduced
359
Closed
44

Top Buys

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$9.16M
2
CVX icon
Chevron
CVX
+$6.7M
3
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$6.46M
4
IBM icon
IBM
IBM
+$5.64M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.75M

Top Sells

Rank Stock Value
1
TTE icon
TotalEnergies
TTE
+$58.8M
2
XOM icon
ExxonMobil
XOM
+$10.5M
3
PSX icon
Phillips 66
PSX
+$6.8M
4
OXY icon
Occidental Petroleum
OXY
+$5.37M
5
LSBG
Lake Sunapee Bank Group
LSBG
+$4.79M

Sector Composition

Rank Sector Weight
1 Technology 12.88%
2 Healthcare 12.48%
3 Financials 11.45%
4 Consumer Discretionary 9.84%
5 Industrials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OXY icon
101
Occidental Petroleum
OXY
$55.9B
$6.55M 0.23%
103,341
-80,735
-44% -$5.37M
CAT icon
102
Caterpillar
CAT
$387B
$6.27M 0.22%
67,630
-4,558
-6% -$431K
LOW icon
103
Lowe's Companies
LOW
$125B
$6.22M 0.22%
75,721
-1,485
-2% -$114K
CNK icon
104
Cinemark Holdings
CNK
$4.32B
$6.13M 0.21%
138,165
-34,991
-20% -$1.47M
MA icon
105
Mastercard
MA
$493B
$5.9M 0.21%
52,490
-1,121
-2% -$123K
BURL icon
106
Burlington
BURL
$23.2B
$5.83M 0.2%
59,974
+192
+0.3% +$17K
ELV icon
107
Elevance Health
ELV
$85.5B
$5.81M 0.2%
35,124
-8
-0% -$1.27K
TIP icon
108
iShares TIPS Bond ETF
TIP
$14.5B
$5.78M 0.2%
50,376
-1,377
-3% -$157K
PAYX icon
109
Paychex
PAYX
$42.7B
$5.75M 0.2%
97,634
-7,989
-8% -$485K
LUV icon
110
Southwest Airlines
LUV
$23B
$5.72M 0.2%
106,362
-5,406
-5% -$291K
TFC icon
111
Truist Financial
TFC
$64B
$5.69M 0.2%
127,256
+79,132
+164% +$3.7M
WMT icon
112
Walmart Inc
WMT
$890B
$5.68M 0.2%
236,262
+39,849
+20% +$917K
PRU icon
113
Prudential Financial
PRU
$41.8B
$5.62M 0.2%
52,672
+6,151
+13% +$664K
CENTA icon
114
Central Garden & Pet Co Class A
CENTA
$2.44B
$5.42M 0.19%
195,160
– –
AWK icon
115
American Water Works
AWK
$26.9B
$5.41M 0.19%
69,505
-5,375
-7% -$399K
CSX icon
116
CSX Corp
CSX
$93.1B
$5.4M 0.19%
348,156
-11,502
-3% -$175K
IWB icon
117
iShares Russell 1000 ETF
IWB
$50.1B
$5.38M 0.19%
41,026
+1,236
+3% +$160K
RSP icon
118
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$5.38M 0.19%
59,274
+16,736
+39% +$1.5M
VTR icon
119
Ventas
VTR
$47.9B
$4.94M 0.17%
75,989
+2,757
+4% +$172K
UNP icon
120
Union Pacific
UNP
$174B
$4.84M 0.17%
45,709
+3,830
+9% +$408K
SYY icon
121
Sysco
SYY
$40.3B
$4.83M 0.17%
93,151
-62,869
-40% -$3.33M
COP icon
122
ConocoPhillips
COP
$141B
$4.77M 0.17%
95,689
-8,022
-8% -$388K
TGT icon
123
Target
TGT
$68B
$4.76M 0.17%
86,242
-43,775
-34% -$2.72M
MDLZ icon
124
Mondelez International
MDLZ
$79.9B
$4.73M 0.16%
109,711
+1,994
+2% +$88.4K
VR
125
DELISTED
Validus Hold Ltd
VR
$4.71M 0.16%
83,599
+9,901
+13% +$565K
3 4
5
6 7

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People's United Financial's Q1 2017 Portfolio in Review

As of Q1 2017, People's United Financial held 1,104 positions worth $2.87B, up 6.1% from $2.7B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q1 2017 filing shows 74 new, 274 increased, 359 reduced and 44 closed positions. Its largest new stake was Bar Harbor Bankshares: 140,046 shares worth $4.63M. The largest sale was TotalEnergies, an estimated $58.8M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 12% a quarter earlier, followed by Healthcare and Financials.

  • People's United Financial's largest Q1 2017 buy was Bar Harbor Bankshares: 140,046 shares worth $4.63M.
  • People's United Financial added most to McDonald's in Q1 2017, an estimated $9.16M increase.
  • People's United Financial's biggest Q1 2017 reduction was TotalEnergies, cutting an estimated $58.8M.
  • People's United Financial fully exited Lake Sunapee Bank Group in Q1 2017, selling an estimated $4.79M.
  • People's United Financial's ten largest holdings make up 22% of its $2.87B portfolio in Q1 2017.
  • People's United Financial opened 74 new positions and closed 44 in Q1 2017.
  • People's United Financial's portfolio value rose 6.1% quarter-over-quarter to $2.87B.

Based on People's United Financial's 13F filing for Q1 2017, filed 12 May 2017.